Who owns WisdomTree Earnings 500 Fund?
- Ticker: EPS
- CUSIP Number: 97717W588
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Earnings 500 Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree Earnings 500 Fund stock
Who bought or sold WisdomTree Earnings 500 Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fiduciary Trust Company | 1.9M | $134M | -10% | Dec 2025 |
|
| LPL Financial | 1.4M | $102M | 6% | Dec 2025 |
|
| Lido Advisors | 831k | $57M | 0% | Dec 2025 |
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| Garrett Wealth Advisory Group | 823k | $58M | 2% | Dec 2025 |
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| Private Advisor | 659k | $47M | 6% | Dec 2025 |
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| Cetera Investment Advisers | 612k | $43M | 11% | Dec 2025 |
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| Team Financial Group | 448k | $32M | -1% | Dec 2025 |
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| CWM | 434k | $31M | 209424% | Dec 2025 |
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| Financial Gravity Wealth | 276k | $20M | 5% | Dec 2025 |
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| Ieq Capital | 265k | $19M | 0% | Dec 2025 |
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| Integrity Alliance | 252k | $18M | 2% | Dec 2025 |
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| Kestra Advisory Services | 248k | $18M | 8% | Dec 2025 |
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| WealthPlan Investment Management | 233k | $17M | 56% | Dec 2025 |
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| Flagship Wealth Advisors | 197k | $14M | 26% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 190k | $14M | 56% | Dec 2025 |
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| Systelligence | 144k | $9.8M | -33% | Mar 2026 |
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| Win Advisors | 143k | $10M | 2% | Dec 2025 |
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| Colony | 141k | $10M | 100% | Dec 2025 |
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| Eastern Bank | 110k | $7.5M | 0% | Mar 2026 |
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| Marietta Wealth Management | 100k | $6.8M | 1% | Mar 2026 |
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| Creative Planning | 90k | $6.4M | -4% | Dec 2025 |
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| Susquehanna International | 89k | $6.3M | 177% | Dec 2025 |
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| Vista Investment Management | 87k | $6.1M | 7% | Dec 2025 |
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| UBS Group | 85k | $6.0M | -4% | Dec 2025 |
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| Retirement Financial Solutions | 82k | $5.8M | 7% | Dec 2025 |
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| Wells Fargo & Company | 81k | $5.7M | 1% | Dec 2025 |
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| CFG Asset Management | 77k | $5.4M | 9% | Dec 2025 |
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| Per Stirling Capital Management | 72k | $5.1M | -3% | Dec 2025 |
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| Maia Wealth | 71k | $5.1M | 42% | Dec 2025 |
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| Goldman Sachs Group | 63k | $4.5M | 6% | Dec 2025 |
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| Harbour Investments | 61k | $4.3M | 7% | Dec 2025 |
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| Ameriprise Financial | 60k | $4.2M | 7% | Dec 2025 |
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| Advisor Group Holdings | 54k | $3.8M | 8% | Dec 2025 |
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| Prime Capital Investment Advisors | 53k | $3.7M | -5% | Dec 2025 |
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| Betterment | 48k | $3.4M | -6% | Dec 2025 |
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| Jones Financial Companies, L.L | 47k | $3.3M | 68% | Dec 2025 |
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| Lowe, Brockenbrough & Company | 46k | $3.3M | 0% | Dec 2025 |
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| Raymond James Financial | 46k | $3.2M | 18% | Dec 2025 |
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| AssuredPartners Investment Advisors | 43k | $3.0M | 0% | Mar 2026 |
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| Beacon Financial | 39k | $2.7M | -1% | Dec 2025 |
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| Rockland Trust | 36k | $2.4M | -2% | Mar 2026 |
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| Modera Wealth Management | 35k | $2.5M | 0% | Dec 2025 |
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| WealthPoint Financial | 35k | $2.5M | 0% | Mar 2026 |
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| LongView Wealth Management | 33k | $2.4M | 85% | Mar 2026 |
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| Jane Street | 31k | $2.2M | 66% | Dec 2025 |
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| Pine Valley Investments Ltd Liability | 28k | $2.0M | 1% | Dec 2025 |
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| Chicago Partners Investment | 26k | $1.9M | 0% | Dec 2025 |
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| Kmg Fiduciary Partners | 25k | $1.7M | -8% | Mar 2026 |
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| Advisory Alpha | 24k | $1.7M | 0% | Dec 2025 |
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| Hershey Financial Advisers | 24k | $1.7M | -2% | Dec 2025 |
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| Global Retirement Partners | 21k | $1.5M | -1% | Dec 2025 |
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| FMR | 20k | $1.4M | 10% | Dec 2025 |
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| Ameritas Advisory Services | 19k | $1.3M | 100% | Dec 2025 |
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| GM Advisory | 17k | $1.2M | 12% | Dec 2025 |
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| Summit Financial | 16k | $1.1M | -3% | Dec 2025 |
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| Beacon Financial Advisory | 16k | $1.1M | -11% | Dec 2025 |
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| Herold Advisors | 16k | $1.1M | -2% | Dec 2025 |
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| BlackRock | 14k | $1.0M | 2855% | Dec 2025 |
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| Arkadios Wealth Advisors | 14k | $963k | -6% | Dec 2025 |
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| Envestnet Asset Management | 13k | $914k | 0% | Dec 2025 |
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| Stifel Financial | 12k | $877k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 12k | $875k | -2% | Dec 2025 |
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| Centaurus Financial | 12k | $867k | 5% | Dec 2025 |
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| Integrity Advisory Solutions | 12k | $865k | 100% | Dec 2025 |
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| Atria Investments | 12k | $843k | 0% | Dec 2025 |
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| Triad Wealth Partners | 11k | $768k | -42% | Mar 2026 |
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| Concurrent Investment Advisors | 11k | $752k | -69% | Mar 2026 |
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| Mariner Wealth Advisors | 11k | $773k | 100% | Dec 2025 |
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| Essential Planning | 10k | $710k | 0% | Mar 2026 |
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| Quartz Partners | 10k | $722k | -1% | Dec 2025 |
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| Paul Damon & Associates | 10k | $681k | 0% | Mar 2026 |
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| Holistic Planning | 9.6k | $682k | 100% | Dec 2025 |
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| Feltz Wealth PLAN | 9.5k | $672k | 100% | Dec 2025 |
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| Rathbones Brothers | 9.0k | $637k | -16% | Dec 2025 |
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| Parsons Capital Management | 9.0k | $610k | -1% | Mar 2026 |
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| AE Wealth Management | 8.9k | $632k | -3% | Dec 2025 |
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| Parkside Financial Bank & Trust | 8.8k | $625k | 0% | Dec 2025 |
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| Seek First | 8.8k | $598k | -9% | Mar 2026 |
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| Melone Private Wealth | 8.8k | $597k | 0% | Mar 2026 |
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| Cornerstone Wealth Management | 8.7k | $593k | 0% | Mar 2026 |
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| Verus Capital Partners | 8.7k | $613k | 3% | Dec 2025 |
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| Institute For Wealth Management | 8.6k | $608k | 0% | Dec 2025 |
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| Brand Asset Management Group | 8.4k | $594k | -4% | Dec 2025 |
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| Advisor Resource Council | 8.3k | $601k | 100% | Dec 2025 |
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| Berger Financial Group | 8.1k | $576k | 0% | Dec 2025 |
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| Bouchey Financial | 7.8k | $557k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 7.4k | $527k | 0% | Dec 2025 |
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| E&G Advisors | 7.4k | $504k | 0% | Mar 2026 |
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| Kilter Group | 7.2k | $512k | 0% | Dec 2025 |
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| Mercer Global Advisors | 6.9k | $490k | 100% | Dec 2025 |
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| SWMG | 6.9k | $468k | 0% | Mar 2026 |
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| Redwood Financial Network Corp | 6.7k | $474k | 0% | Dec 2025 |
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| Goss Wealth Management | 6.5k | $464k | 2% | Dec 2025 |
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| Capital Group Private Client Services | 6.4k | $454k | 0% | Dec 2025 |
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| Investment Partners Asset Management | 6.4k | $434k | 100% | Mar 2026 |
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| First Trust Advisors | 6.1k | $431k | 64% | Dec 2025 |
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| Citadel Advisors | 6.0k | $423k | 100% | Dec 2025 |
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| IFG Advisory | 5.9k | $420k | 0% | Dec 2025 |
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| M^T Bank Corporation | 5.9k | $420k | 0% | Dec 2025 |
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| United Advisor Group | 5.6k | $380k | 26% | Mar 2026 |
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| Optima Capital | 5.2k | $370k | 0% | Dec 2025 |
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| Westwood Holdings | 5.0k | $352k | -3% | Dec 2025 |
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| IFS Advisors | 4.9k | $332k | 0% | Mar 2026 |
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| Charter Trust | 4.7k | $322k | -13% | Mar 2026 |
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| Focus Financial Network | 4.7k | $321k | -2% | Mar 2026 |
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| Wedbush Morgan Securities | 4.7k | $321k | 100% | Mar 2026 |
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| Mml Investors Services | 4.3k | $303k | 22% | Dec 2025 |
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| Founders Financial Alliance | 4.3k | $301k | 5% | Dec 2025 |
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| Advisory Services Network | 4.2k | $300k | 8% | Dec 2025 |
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| Garrett Investment Advisors | 4.2k | $287k | 0% | Mar 2026 |
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| HPM Partners | 4.2k | $295k | -10% | Dec 2025 |
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| CoreCap Advisors | 4.1k | $282k | -2% | Mar 2026 |
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| Pnc Financial Services | 4.1k | $287k | 5% | Dec 2025 |
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| Park Avenue Securities | 4.0k | $270k | -1% | Mar 2026 |
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| Kelman-Lazarov | 3.9k | $276k | -35% | Dec 2025 |
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| Cambridge Investment Research Advisors | 3.8k | $269k | -89% | Dec 2025 |
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| Secured Retirement Advisors | 3.8k | $266k | 0% | Dec 2025 |
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| Moller Financial Services | 3.7k | $254k | 0% | Mar 2026 |
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| Nbc Securities | 3.6k | $246k | -39% | Mar 2026 |
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| Mutual Advisors | 3.6k | $253k | -3% | Dec 2025 |
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| We Are One Seven | 3.6k | $252k | -7% | Dec 2025 |
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| Walkner Condon Financial Advisors | 3.5k | $251k | -17% | Dec 2025 |
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| Umb Bank N A | 3.5k | $249k | 0% | Dec 2025 |
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| Axxcess Wealth Management | 3.5k | $248k | 0% | Dec 2025 |
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| CI Private Wealth | 3.5k | $245k | -7% | Dec 2025 |
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| Farther Finance Advisors | 3.3k | $225k | 100% | Mar 2026 |
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| Signal Advisors Wealth | 3.2k | $221k | 100% | Mar 2026 |
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| Apollon Wealth Management | 3.0k | $203k | 0% | Mar 2026 |
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| Nova Wealth Management | 2.2k | $151k | -20% | Mar 2026 |
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| REAP Financial Group | 2.1k | $149k | -5% | Dec 2025 |
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| Beacon Investment Advisory Services | 2.0k | $133k | 100% | Mar 2026 |
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| SJS Investment Consulting | 1.7k | $118k | 0% | Mar 2026 |
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| GPS Wealth Strategies Group | 1.4k | $97k | 0% | Dec 2025 |
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| Coastline Trust | 1.2k | $84k | 0% | Mar 2026 |
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| Brian McDonald | 1.0k | $72k | 0% | Dec 2025 |
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| Creative Financial Designs | 994.00 | $68k | 0% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 939.00 | $67k | 0% | Dec 2025 |
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| Ancora Advisors | 835.00 | $59k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 806.00 | $57k | -22% | Dec 2025 |
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| Advisors Preferred | 758.00 | $54k | -36% | Dec 2025 |
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| Geneos Wealth Management | 640.00 | $45k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 481.00 | $34k | -55% | Dec 2025 |
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| MidFirst Bank | 280.00 | $20k | 100% | Dec 2025 |
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| SRS Capital Advisors | 211.00 | $15k | 100% | Dec 2025 |
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| Triumph Capital Management | 200.00 | $14k | 100% | Dec 2025 |
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| Smartleaf Asset Management | 132.00 | $9.4k | 0% | Dec 2025 |
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| Atlantic Trust | 130.00 | $9.2k | -19% | Dec 2025 |
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| Qube Research & Technologies | 111.00 | $7.9k | -10% | Dec 2025 |
|
| Spire Wealth Management | 100.00 | $6.8k | 0% | Mar 2026 |
|
| Covestor | 96.00 | $7.0k | 0% | Dec 2025 |
|
Who sold out of WisdomTree Earnings 500 Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 140k | $9.6M |
| Two Sigma Investments | Sep 2025 | 75k | $5.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 22k | $1.6M |
| Seven Mile Advisory | Dec 2025 | 19k | $1.4M |
| ORG Partners | Sep 2025 | 10k | $691k |
| Mach-1 Financial Group | Sep 2025 | 8.7k | $601k |
| Strategic Financial Concepts | Sep 2025 | 4.9k | $340k |
| Two Sigma Securities | Sep 2025 | 4.7k | $324k |
| Capital Management Corporation | Dec 2025 | 3.2k | $224k |
| RMR Wealth Builders | Dec 2025 | 3.2k | $224k |
| Peterson Wealth Advisors | Dec 2025 | 2.9k | $206k |
| IFP Advisors | Dec 2025 | 1.7k | $119k |
| Tower Research Capital | Sep 2025 | 951.00 | $66k |
| Principal Securities | Sep 2025 | 286.00 | $20k |